Key stats
About WisdomTree International Quality Dividend Growth Fund
Expense ratio
0.42%
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Inception date
Apr 7, 2016
IQDG offers an alternative, dividend-flavored take on total market stocks from developed countries outside the US and Canada. Like many WisdomTree ETFs, IQDG only holds dividend-paying stocks and deploys growth and quality screens. The fund ranks stocks by quality (3-year average ROE and ROA) and growth (long-term earnings growth estimates). Earnings yield must exceed dividend yield as well, a measure of dividend sustainability. The top 300 names make the cut and receive weight according to the total of their annual cash dividend payouts. Each constituent is capped at 5% weight and no single country or sector receives more than 20% weight at the annual rebalance. Sibling fund IHDG offers the same methodology with a currency-hedge overlay for USD investors.
Classification
What's in the fund
Exposure type
Health Technology
Consumer Non-Durables
Stock breakdown by region